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162 N Main Street
Suite 200
Barre, VT 05641

(802) 476-3235


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation and preservation
  • Risk management and asset allocation

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 


Bill was born, raised and currently lives in Montpelier, VT with his wife, Jean. Rounding out his family is son Cole, stepdaughters Alex and Peyton and two dogs Phasma and Boba. Bill graduated from The University of Vermont with a...

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James is a native New Yorker, longtime Connecticut resident, and flatlander turned Vermonter in 2017. After a lifetime of playing soccer at the national, university and professional level, he entered the financial services industry in...

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Jordan joined Granite Financial Group in 2009 and became Associate Partner in 2022. She supervises Operations and Client Services and holds a Series 7 securities license. Jordan lives in Central VT with her husband Tyler and their...

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Kim joined the Granite Financial Group team in January 2023 as the Client Services Associate, with over 30 years of experience in customer service.  Prior to joining Granite Financial Group, she was the...

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Pat Griffin

Financial Consultant


Pat is a proud Vermonter who grew up in Colchester and graduated from The University of Vermont with a degree in Political Science with a minor in History. He lives in Essex with his wife teenage twins (son and daughter)...

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Scott Fitzgerald

401(k) and Retirement Plan Operations Coordinator

802-476-3235 x 210